PEC-OU/Current/CXContact/SettingsTab - Revision history

Arjun.D.IX: Published

2022-02-22T06:54:28Z

Published

Mary.hachey@genesys.com: Published

2021-09-09T14:35:21Z

Published

Mary.hachey@genesys.com: Published

2021-06-30T19:35:27Z

Published

Valentina.petrov@genesys.com: Published

2021-05-04T23:34:45Z

Published

Valentina.petrov@genesys.com: Published

2021-04-21T18:50:15Z

Published

Merav.levy@genesys.com: Published

2021-02-09T17:10:31Z

Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:31:36Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:45:01Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T14:25:59Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Settings
|TocName=Settings
|Context=Learn how to view or change any of the following settings:

*{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=GeneralSettings|display text=General settings}}
*{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=SecuritySettings|display text=Security settings}}
*{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=PacingSettings|display text=Pacing settings}}
*{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=SessionProfiles|display text=Session profiles}}
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=General
|anchor=GeneralSettings
|alignment=Vertical
|Media=
|image=
|structuredtext=*'''Account Name''' - The name of the account.
*'''Caller ID''' - This is the number that will appear on customer’s Caller ID display. It should be a valid number that belongs to you or your contact center (in many locations, this is a legal requirement). You can override the Caller ID number when you create or edit a {{Link-SomewhereInThisManual|topic=DialingProfile|anchor=top|display text=dialing profile}}.
*'''DAP name''' - The name of the Database Access Point (DAP) object.
*'''Format name''' - The name of the format applied to the Table Access object.
*'''Disposition Codes''' - The name of the configuration object (In the configuration database) that stores the disposition codes that CX Contact refers to when applying call treatments. Refer to the {{Link-SomewhereInThisManual|topic=DeliveryRetry|anchor=RetryDC|display text=Retry Options}} page for more information.


===Region===

*'''Country Code''' - The country code associated with the account.
*'''Timezone''' - The default timezone associated with the contacts loaded from a list.
*'''Locale''' - The preferred language for the account.
*'''Reports Default Time Zone''' - The timezone used for reports.

===Lists===

*'''Default timezone''' - The timezone associated with the account.
*'''Default region''' - The default timezone associated with the contacts loaded from a list.
*'''Default timezone on error''' - If there is a system-level error when processing timezones, the timezone specified here becomes the default for the record.
*'''Max split lists''' - The maximum number of list partitions that can be created from a contact list using selection rules.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Security
|anchor=SecuritySettings
|alignment=Vertical
|Media=
|image=
|structuredtext=*'''Minimum password length''' - The minimum length of a CX Contact password.
*'''Automatically sign out''' - The duration of inactivity before CX Contact automatically signs the user out.
*'''Use strict sign out''' - Enables/disables a forced sign out of the CX Contact UI every time the browser page is closed.
*'''Encryption''' -
**'''Enable/Disable Encryption''' - Enables/Disables all of the encryption controls.
**'''Secure all Contact Lists''' - Enables encryption for all Contact Lists. When enabled, you cannot enable/disable encryption for one specific Contact list.
**'''Secure all Suppression Lists''' - Enables encryption for all Suppression Lists. When enabled, you cannot enable/disable encryption for one specific Suppression list.
**'''Secure Outbound Analytics Reports''' - Enables encryption for all downloadable reports from Outbound Analytics.
**'''Public Keys''' - A list of User Public Keys that include the '''Type''' of key, '''User ID''' (the user ID associated with the specific Public Key) and '''Created Date''' (the date and time at which the Public Key was uploaded into CX Contact).
**'''Import''' - Enables you to import a user's public keys. When this option is selected an '''Import Public Key''' dialog is opened. In the '''Enter Public Key UserID''' field, enter the unique User ID, select the file that contains the Public Key that CX Contact should use for data encryption and click '''Import'''.
**'''Download CX Contact Public Key''' - Enables you to download a CX Contact Public key that should be used to encrypt data files before uploading them to CX Contact.

{{NoteFormat|When '''Enable Encryption''' is turned on at least one User Public Key must be uploaded to enable you to save the settings in the '''Security''' page.}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Pacing
|anchor=PacingSettings
|alignment=Vertical
|Media=
|image=
|structuredtext=*'''Target Abandon Rate''' - The target call abandonment rate. For example, if you specify 3%, the system adjusts the number of calls dialed to achieve the 3% goal. Call pacing may increase and decrease as the target rate fluctuates.
*'''Abandon Call Definition''' - The number of seconds used to determine whether a call is considered abandoned.
*'''Maximum Attempts per Minute (Voice, SMS, and Email)''' - The maximum allowable number of contact attempts per minute for Voice, SMS, and Email channels.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Session Profiles
|anchor=SessionProfiles
|alignment=Vertical
|Media=
|image=
|structuredtext=With Session Profiles you can create, view, and edit user profile privileges for a Voice profile, SMS profile and/or an Email profile.

'''General'''

*'''Name''' - The Session Profile name.
*'''Channel''' - Indicates the Session Profile type (for example, Voice, SMS or Email).
*'''Agent Group''' - A drop down menu that includes the names of all of the enabled Agent Groups that are included in the Tenant associated with CX Contact.
*'''Trunk Group''' - A drop down menu that includes the names of all of the enabled Trunk Group DNs that are included in the Tenant associated with CX Contact (for example, Environment).
*'''Destination DN''' - A drop down menu that includes all the enabled DNs types (for example, Routing Point, External Routing Point, ACD Queue) that are included in the Tenant associated with CX Contact.
*'''Stat Server''' - A drop down menu that includes all of the enabled Stat Server applications.
*'''Other Servers''' - A drop down menu that includes all of the enabled applications for Interaction Server and T-Server.
*'''IVR Profile''' - A drop down menu that includes all of the IVR Profile objects that are included in the Tenant associated with CX Contact.
*'''Interaction Query''' - A drop down menu that includes all of the Interaction Queue scripts that are included in the Tenant associated with CX Contact.

The following image is an example of the New Voice Session Profile window > General tab.

[[File:Newvoiceprofile.png|700px]]

'''Options'''

*'''Use the options available in the Options tab to add '''Outbound Contact Configuration''' options. For details refer to the [https://docs.genesys.com/Documentation:OU:Dep:OCSOptionsbyLogicalGroup OCS Options by Logical Group]. '''

The following image is an example of the New Voice Session Profile window > Options tab.

[[File:Newvoiceprofile2.png|700px]]

For additional information about Session Profiles, refer to {{Link-SomewhereInThisManual|topic=Terminology|anchor=Session_Profile|display text=Campaign Structure and Terminology > Session Profiles}}.
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 99: / Line 99: @@
 '''Options'''
-*Use the options available in the Options tab to add '''Outbound Contact Configuration''' options. For details, refer to the [https://docs.genesys.com/Documentation:OU:Dep:OCSOptionsbyLogicalGroup OCS Options by Logical Group].
+Use the options available in the Options tab to add '''Outbound Contact Configuration''' options. For details, refer to the [https://docs.genesys.com/Documentation:OU:Dep:OCSOptionsbyLogicalGroup OCS Options by Logical Group].
 The following image is an example of the New Voice Session Profile window > Options tab.

@@ Line 9: / Line 9: @@
 *{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=PacingSettings|display text=Pacing settings}}
 *{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=SessionProfiles|display text=Session profiles}}
-*{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=Partitions|display text=Partition profiles}}
+*{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=Partitions|display text=Partitions}}
 |ComingSoon=No
 |Platform=GenesysEngage-cloud

@@ Line 53: / Line 53: @@
 **'''Secure all Contact Lists''' - Enables encryption for all Contact Lists. When enabled, you cannot enable/disable encryption for one specific Contact list.
 **'''Secure all Suppression Lists''' - Enables encryption for all Suppression Lists. When enabled, you cannot enable/disable encryption for one specific Suppression list.
 **'''Secure Outbound Analytics Reports''' - Enables encryption for all downloadable reports from Outbound Analytics.
 **'''Public Keys''' - A list of User Public Keys that include:

@@ Line 11: / Line 11: @@
 |ComingSoon=No
 |Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=General
 |anchor=GeneralSettings
 |alignment=Vertical
 |structuredtext=*'''Account Name''' - The name of the account.
 *'''Caller ID''' - This is the number that will appear on customer’s Caller ID display. It should be a valid number that belongs to you or your contact center (in many locations, this is a legal requirement). You can override the Caller ID number when you create or edit a {{Link-SomewhereInThisManual|topic=DialingProfile|anchor=top|display text=dialing profile}}.
@@ Line 43: / Line 40: @@
 *'''Default timezone on error''' - If there is a system-level error when processing timezones, the timezone specified here becomes the default for the record.
 *'''Max split lists''' - The maximum number of list partitions that can be created from a contact list using selection rules.
 |Status=No
 }}{{Section
@@ Line 50: / Line 45: @@
 |anchor=SecuritySettings
 |alignment=Vertical
 |structuredtext=*'''Minimum password length''' - The minimum length of a CX Contact password.
 *'''Automatically sign out''' - The duration of inactivity before CX Contact automatically signs the user out.
@@ Line 60: / Line 53: @@
 **'''Secure all Suppression Lists''' - Enables encryption for all Suppression Lists. When enabled, you cannot enable/disable encryption for one specific Suppression list.
 **'''Secure Outbound Analytics Reports''' - Enables encryption for all downloadable reports from Outbound Analytics.
-**'''Public Keys''' - A list of User Public Keys that include the '''Type''' of key, '''User ID''' (the user ID associated with the specific Public Key) and '''Created Date''' (the date and time at which the Public Key was uploaded into CX Contact).
+**'''Public Keys''' - A list of User Public Keys that include:
-**'''Import''' - Enables you to import a user's public keys. When this option is selected an '''Import Public Key''' dialog is opened. In the '''Enter Public Key UserID''' field, enter the unique User ID, select the file that contains the Public Key that CX Contact should use for data encryption and click '''Import'''.
+***'''Type''' - The type of key.
 **'''Download CX Contact Public Key''' - Enables you to download a CX Contact Public key that should be used to encrypt data files before uploading them to CX Contact.
 {{NoteFormat|When '''Enable Encryption''' is turned on at least one User Public Key must be uploaded to enable you to save the settings in the '''Security''' page.}}
 |Status=No
 }}{{Section
@@ Line 72: / Line 68: @@
 |anchor=PacingSettings
 |alignment=Vertical
 |structuredtext=*'''Target Abandon Rate''' - The target call abandonment rate. For example, if you specify 3%, the system adjusts the number of calls dialed to achieve the 3% goal. Call pacing may increase and decrease as the target rate fluctuates.
 *'''Abandon Call Definition''' - The number of seconds used to determine whether a call is considered abandoned.
 *'''Maximum Attempts per Minute (Voice, SMS, and Email)''' - The maximum allowable number of contact attempts per minute for Voice, SMS, and Email channels.
 |Status=No
 }}{{Section
@@ Line 84: / Line 76: @@
 |anchor=SessionProfiles
 |alignment=Vertical
 |structuredtext=With Session Profiles you can create, view, and edit user profile privileges for a Voice profile, SMS profile and/or an Email profile.
@@ Line 114: / Line 104: @@
 For additional information about Session Profiles, refer to {{Link-SomewhereInThisManual|topic=Terminology|anchor=Session_Profile|display text=Campaign Structure and Terminology > Session Profiles}}.
 |Status=No
 }}
 }}

@@ Line 10: / Line 10: @@
 *{{Link-SomewhereInThisManual|topic=SettingsTab|anchor=SessionProfiles|display text=Session profiles}}
 |ComingSoon=No
-|Platform=PureEngage
+|Platform=GenesysEngage-onpremises
 |Prereq=
 |Section={{Section

PEC-OU/Current/CXContact/SettingsTab - Revision history

Arjun.D.IX: Published

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

Valentina.petrov@genesys.com: Published

Valentina.petrov@genesys.com: Published

Merav.levy@genesys.com: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"